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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $17,566 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,830 | $70,667-23.8% | $123,106-56.3% | $52,331+2.9% |
| Participation rate | 43.0% | 83.7%-40.7pp | 86.8%-43.7pp | 68.1%-25.1pp |
| Annual return | -1.96% | 6.23%-8.2pp | 13.22%-15.2pp | 4.54%-6.5pp |
| Employer contribution / active EE | $0 | $2,946-100.0% | $5,151-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $4,360 | $4,493-3.0% | $6,229-30.0% | $3,022+44.3% |
| Admin fee / account holder | $228 | $506-55.0% | $9,015-97.5% | $592-61.4% |